Dalius - Special Sits
Interesting piece from Goehring & Rozencwajg. Current fight between Fed chair and president isn't the first in history. Last two instances led to inflation.

It's a fun read, even if you don't base investment decisions on macro. Full letter👇 https://t.co/u83kdE8msb
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Koldo Huici
𝗢𝗛 𝗝𝗘𝗥𝗥𝗬!
A symphony of everyday chaos.

Opening of a series of episodes about Jerry’s absurd yet adorable life, where the tragic becomes sublime. https://t.co/x7QKuhIac9
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Gainify
S&P 500 EV/EBITDA just breached 16x only the 2nd time in a decade.

Are you concerned that $SPX valuations are running hot, or is this justified by fundamentals? https://t.co/QhQrWw7TAe
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Investing visuals
$NFLX vs. $SPOT: A fundamental side-by-side of two great streaming services.

Would you rather cancel your $NFLX 🍿 or $SPOT 🎶 subscription? https://t.co/tbFLWANEnY
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Simplifying Stocks, CPA
This means it's risk on https://t.co/Z9XMNOtaPU
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Umesh
The ad revolution starts here!

Meet the new power combo: QuickDesign + nano banana.

Go from idea → ready-to-use visuals in seconds.

More details 🧵 https://t.co/Vdw06lhLFW
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naiive
If it wasn't for women, this is how most guys would live https://t.co/lGmeihLM4S
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Simplifying Stocks, CPA
This is the only reason you need to buy the dip during bloody September https://t.co/8rmHXOXRlC
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Evan
ACTIVIST INVESTOR ELLIOTT MANAGEMENT HAS BUILT A ~$4B STAKE IN PEPSICO $PEP - WSJ
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naiive
real https://t.co/v2zyzqhAqU
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